Memory vendors Samsung and SK Group could be the latest casualties in America's efforts to derail China’s domestic semiconductor industry.the US is weighing measures that would, among other things, limit shipments of US-made chipmaking equipment used to produce memory technologies with more than 128 layers to China.
Unlike previous export bans, the measures wouldn’t be limited to Chinese memory vendors like Yangtze Memory Technologies Co. and would instead extend to any company operating in the region.
The South Korean foundry operators have substantial investments in China. SK Group is also in the process of Intel’s NAND memory and storage business in a deal valued at approximately $9 billion. The acquisition includes Intel’s NAND manufacturing plant in China’s Dalian province. Samsung also operates two memory fabs in Xi'an and Suzhou China.The rumors come less than a week after US Congress passed a $280 billion bill that seeks to bolster US investments in domestic semiconductor manufacturing and scientific research.
It’s also unclear whether the rumored export ban would have the intended effect. Previous attempts to prevent China from gaining access to US-made semiconductor manufacturing equipment and intellectual property have seen mixed results.
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